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Weltportfolio Cap Mixed

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Last Login: 12/29/2020


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+58.1%
since 8/18/2013

-
Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details

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Trading Idea

Es soll eine passive Strategie verfolgt werden. Die Handelsaktivität soll minimiert werden. Die Gewichtung der Einzelaktien beziehungsweise ETF erfolgt auf Basis einer BIP Gewichtung. Die Tradingkosten werden minimiert und die Gewinnquote maximiert. Ein rebalancing erfolgt in unregelmäßigen Abständen.

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Master data

Symbol

WF000WPCAP

Date created

08/18/2013

Index level

-

High watermark

159.2

Investment Universe

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For the composition of the virtual portfolio click here.